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Income Opportunity Realty Investors (IOR)

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Upturn Advisory Summary
12/10/2025: IOR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 18.58% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.85M USD | Price to earnings Ratio 17.34 | 1Y Target Price - |
Price to earnings Ratio 17.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.06 | 52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 |
52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 17.34 | Forward PE - | Enterprise Value 75068293 | Price to Sales(TTM) 12.43 |
Enterprise Value 75068293 | Price to Sales(TTM) 12.43 | ||
Enterprise Value to Revenue 12.39 | Enterprise Value to EBITDA 13.29 | Shares Outstanding 4066180 | Shares Floating 361646 |
Shares Outstanding 4066180 | Shares Floating 361646 | ||
Percent Insiders 90.98 | Percent Institutions 0.24 |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors, Inc. (IORI) is a publicly traded real estate investment trust (REIT). The company was incorporated in Delaware and operates as a diversified real estate owner and operator. Specific founding year and significant early milestones are not readily available in public domain without extensive research into SEC filings. Its evolution has likely been focused on acquiring, managing, and eventually selling income-producing real estate properties, with a potential shift in property types or geographic focus over time based on market conditions.
Core Business Areas
- Real Estate Investment and Operations: The primary business of IORI involves acquiring, owning, managing, and operating a portfolio of real estate properties. These properties are typically intended to generate rental income and appreciate in value over time. The company's strategy likely involves identifying undervalued assets, improving them, and then either holding them for long-term income or selling them for capital gains.
- Property Management Services: As an owner and operator, IORI likely provides property management services for its own portfolio. This can include tenant relations, leasing, maintenance, and operational oversight.
Leadership and Structure
Information on the specific leadership team and detailed organizational structure for Income Opportunity Realty Investors, Inc. (IORI) is typically found in their annual reports (10-K) and proxy statements filed with the SEC. A typical REIT structure involves a Board of Directors overseeing the company's strategy and executive management responsible for day-to-day operations.
Top Products and Market Share
Key Offerings
- Income-Producing Real Estate: The core 'product' of IORI is its portfolio of income-producing real estate. This could include various property types such as office buildings, retail spaces, industrial properties, or residential complexes. Market share data for individual REITs is difficult to ascertain due to the fragmented nature of the real estate market. Competitors would be other REITs and private real estate investment firms operating in similar property sectors and geographic locations.
Market Dynamics
Industry Overview
Income Opportunity Realty Investors operates within the Real Estate Investment Trust (REIT) sector, a significant part of the broader real estate industry. The REIT market is influenced by interest rates, economic growth, consumer spending (for retail and residential), and business expansion (for office and industrial). The sector is highly competitive and capital-intensive.
Positioning
IORI's positioning within the industry would depend on its specific property portfolio, geographic diversification, and financial strategy. As a publicly traded REIT, it offers investors a way to invest in large-scale, income-producing real estate without direct property ownership. Its competitive advantages could stem from its acquisition expertise, property management capabilities, and access to capital markets.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for REITs is vast, encompassing the entire commercial and residential real estate market. For IORI, the TAM is specific to the types of properties it invests in and the geographic regions it targets. Its positioning relative to this TAM depends on its market capitalization and the breadth of its portfolio relative to the entire market for its chosen asset classes.
Upturn SWOT Analysis
Strengths
- Potential for stable income generation through rental properties.
- Diversified portfolio of real estate assets (if applicable).
- Experienced management team (assumed for a public company).
Weaknesses
- Vulnerability to real estate market downturns and economic cycles.
- Sensitivity to interest rate fluctuations impacting borrowing costs and property valuations.
- Potential for illiquidity of real estate assets.
- Limited public information available on specific operational details.
Opportunities
- Acquisition of undervalued properties in emerging markets or distressed sectors.
- Repositioning or redevelopment of existing assets to increase value and rental income.
- Leveraging favorable market conditions for property sales.
- Strategic partnerships or joint ventures to access larger deals.
Threats
- Rising interest rates increasing debt service costs.
- Increased competition from other REITs and private investors.
- Changes in tenant demand and occupancy rates.
- Regulatory changes affecting real estate ownership and taxation.
- Unforeseen property-specific issues (e.g., environmental, structural).
Competitors and Market Share
Key Competitors
- Potentially other diversified REITs depending on IORI's specific property focus.
- Private real estate investment firms.
Competitive Landscape
The competitive landscape for IORI involves a multitude of entities ranging from large, publicly traded REITs with significant market presence to smaller, specialized investment firms. IORI's advantages and disadvantages would be evaluated based on its portfolio size, asset quality, geographic concentration, debt levels, and management expertise relative to its peers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for IORI would be assessed by examining its revenue, net income, and asset growth over past years. This includes looking at the expansion or contraction of its real estate portfolio and the performance of its existing assets.
Future Projections: Future growth projections for IORI would typically be based on analyst estimates, company guidance, and macroeconomic factors influencing the real estate market. These projections would consider potential acquisitions, development projects, and rental income trends.
Recent Initiatives: Recent strategic initiatives by IORI could include acquisitions of new properties, dispositions of underperforming assets, refinancing of debt, or efforts to optimize property management and tenant relations.
Summary
Income Opportunity Realty Investors (IORI) operates in the competitive REIT sector, focusing on income-producing real estate. Its strength lies in potential stable income generation and real estate expertise. However, it faces significant risks from market downturns, interest rate hikes, and increasing competition. Key opportunities exist in acquiring undervalued assets and property repositioning, while threats include economic volatility and regulatory changes. The company's financial health and strategic initiatives will be critical for its future performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Publicly available financial reports and filings with the U.S. Securities and Exchange Commission (SEC).
- Financial data aggregators and market analysis platforms (general information).
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. It is not exhaustive and does not constitute financial advice. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. Specific numerical data points for IORI's financial performance, dividend history, and market share are not readily accessible without direct access to premium financial databases and thorough SEC filing reviews. Therefore, these sections have been described in general terms.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | President & CEO Mr. Erik L. Johnson CPA | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.

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